Simplified Loader Templates work independently of any plugin. Users don’t need to install the ADFdi or any other plugin to use the Simplified Loader Templates.

Simplified Loader templates support SSO login and non-SSO (local Oracle Fusion user) login. When using SSO login, users receive a browser window where they enter their SSO login credentials.

The "Error 401--Unauthorized" page is displayed after the SSO validation process successfully validates the user. Oracle Fusion displays this page. After successful user validation, it seems contradictory to show the "Error 401--Unauthorized" page.

The expected Simplified Loader Excel functionality is "Error 401--Unauthorized" page should close within seconds.

Sample sheets are there to give a basic understanding of the data format that the template needs. If the user feels that they do not require sample sheets, then sample sheets can be deleted.

Simplified Loader Templates can be used in either TRIAL mode or FULL mode. TRIAL mode allows connection to DEV or TEST environments only. After purchasing the Template, the user gets access to the LIVE environment.

Simplified Loader templates send and receive data from Oracle Fusion. If Oracle Fusion takes more time to process the request sent from the template, then Excel temporarily shows a ‘Not Responding’ status. Once the template receives a response from Oracle Fusion, it will recover from the ‘Not Responding’ state and complete the operation.

Assign the role OKC_CREATE_CONTRACT_PRIV to the users of the Enterprise Contracts template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Assign the role Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB) to the users of the Projects template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Assign the role Add Fixed Asset (FA_ADD_FIXED_ASSET_PRIV) to the users of the Fixed Asset Additions template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Assign the role Manage External Cash Transaction (CE_MANAGE_EXTERNAL_CASH_TRANSACTION_PRIV) to the users of the External Cash template. Click here for instructions to set up roles or privileges in Oracle Fusion.

No specific roles are required to perform operations using the ESS Jobs Template.

Assign the role General Accountant to the users of the GL Journal template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Assign the privilege Employees Privilege (PER_REST_SERVICE_ACCESS_EMPS_PRIV) to the users of the HCN Worker template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Assign the role Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB) to the users of the Project Cost Management template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Assign the privilege 'Create Payables Invoice' and 'Create Payables Invoice by Web Service' to the users of the AP Invoice template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Assign the role Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB) to the users of the Project Billing Event template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Assign the following roles and privileges to the users of the Project Budget template. Click here for instructions to set up roles or privileges in Oracle Fusion.
- Role: Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
- Privilege: Manage Project Financial Plans Service (PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV)

Assign the following roles and privileges to the users of the Project Forecast template. Click here for instructions to set up roles or privileges in Oracle Fusion.
- Role: Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB)
- Privilege: Manage Project Financial Plans Service (PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV)

Assign the following roles and privileges to the users of the Purchase Order template. Click here for instructions to set up roles or privileges in Oracle Fusion.
- Manage Purchase Order by Web Service
- Procurement REST Service
- Search Purchase Order by Web Service
- Manage Purchasing Document Header Approval by Web Service

Assign the privilege AR_CREATE_RECEIVABLES_RECEIPT_PRIV to the users of the Receivable Receipt template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Assign the following privileges to the users of the Purchase Requisition template. Click here for instructions to set up roles or privileges in Oracle Fusion.
- Search Purchase Request by Web Service (PO_SEARCH_PURCHASE_REQUEST_WEB_SERVICE_PRIV)
- Manage Purchase Request by Web Service (PO_MANAGE_PURCHASE_REQUEST_WEB_SERVICE_PRIV)

Assign the following roles to the users of the Receivable Invoices template.
- Accounts Receivable Manager OR
- Accounts Receivable Specialist

Click here for instructions on setting up roles or privileges in Oracle Fusion.

If you use customer roles for Receivables, assign the following privileges to the user:
- Create Receivables Invoice (AR_CREATE_RECEIVABLES_INVOICE_PRIV)
- Create Receivables Credit Memo (AR_CREATE_RECEIVABLES_CREDIT_MEMO_PRIV)
- Manage Receivables Adjustment (AR_MANAGE_RECEIVABLES_ADJUSTMENT_PRIV)

Assign the privilege RCV_SUBMIT_RECEIVING_TRANSACTION_MANAGER_WEB_SERVICE_PRIV to the users of the Purchase Receipt template. Click here for instructions to set up roles or privileges in Oracle Fusion.

Oracle looks at the first open period based on the transaction date to derive the accounting period for a PO Receipt transaction.
For example, on 3-Feb-2019, the Jan-2019 GL period is still open. When a user submits a transaction on 3-Feb and enters the transaction date as 31-Jan, the Receipt transaction will get accounted for in the January period in GL.
If the January period is closed, and the user enters the transaction date as 31-Jan, the receipt transaction will be accounted for in February.